#order-1187From WhatsApp
Shree Ganesh Traders
Rajkot
25 × Office chair OC-210Delivery due Friday
AResponsible teamAdmin
WhatsApp-first business operating system
Run your business on WhatsApp,
with a system behind it.
Every order, task or booking your team sends on WhatsApp gets an owner, a deadline and a status. UpMatrix follows up and updates your customer.
We reply on WhatsApp within one working day.
Your salesperson places an order on WhatsApp.Customer, items and delivery date arrive together.
Salesperson · WhatsAppPlace order
- Customer
- Shree Ganesh Traders, Rajkot ⌄
- Items
- Office chair OC-210 25 units
- Delivery required by
- Friday, 4 September ▦
Submit order
Managed by UpMatrix
Admin checks the order and stock.If stock is short, the order goes to Production.
Confirmed Orders 1Queued for Production
Check stock → queue for production
The owner sees the current stage and responsible team.
Production knows what to prepare.The same order stays with the team until the material is ready.
Under Production 1Material Ready
#order-1187From WhatsApp
Shree Ganesh Traders
Rajkot
25 × Office chair OC-210Delivery due Friday
PResponsible teamProduction
Prepare the items → mark material ready
The owner sees the current stage and responsible team.
Accounts takes over when material is ready.The accounts team creates the invoice, then passes the order to Dispatch.
Material Ready 1Billing Completed
#order-1187From WhatsApp
Shree Ganesh Traders
Rajkot
25 × Office chair OC-210Delivery due Friday
AResponsible teamAccounts
Create invoice → complete billing
The owner sees the current stage and responsible team.
Dispatch gets the billed order.The customer gets an update when it is ready for dispatch.
Dispatch board · Billed Orders#order-1187
Ready for dispatch Customer · WhatsAppToday
Your order #1187 is ready for dispatch.25 office chairs · Shree Ganesh Traders
One order, handed from Sales to Admin, Production, Accounts and Dispatch.
Start a task in WhatsApp
7:17● ● ●
‹UYour businessBusiness account⋮
TODAY
Message ➤
Open the task form
×
Create taskStep 1 of 3 · Task details
⋮Next: choose department →
Managed by UpMatrix
Choose the department
‹
Choose departmentStep 2 of 3 · Ownership
⋮Who should receive this task?
Admin Department✓
Production Team
Warehouse
Dispatch Team
Continue →
Managed by UpMatrix
Assign the responsible employee
‹
Assign employeeStep 3 of 3 · Responsibility
⋮Admin Department
FPForam PatelAdmin manager✓
RPRakesh PatelAdmin executive
TaskCheck stock for order #1187Due today · 5:00 pm
Assign task ✓
Managed by UpMatrix
01
Choose a treatment on WhatsAppThe patient opens a simple booking flow
Glow Skin ClinicWhatsApp
Book an appointmentSelect a treatment
Hydration facial60 min✓
Skin consultation30 min
Acne care session45 min
Continue →
02
Pick an available date and timeOnly open clinic slots are shown
September 2026
THU10FRI11SAT12SUN13
10:00 am11:30 am2:00 pm4:30 pm
Hydration facial · 60 minConfirm 11:30 am
03
The appointment reaches the clinic calendarThe slot and treatment stay together
FRIDAY11 September
Clinic calendar10:3011:0011:30
Hydration facialPatient booking · 60 minConfirmed
12:0004
The patient receives confirmationNo manual message from the front desk
05
Reminder sent 30 minutes beforeThe appointment stays on the patient’s mind
11:0030 min before
01 / ONE PLACE TO APPLY
Different sources. Same conversation.
Website Offline QR Online ads
R
Recruitment deskWhatsApp · Candidate desk
Hi, I’m looking for a job.9:40 ✓✓
Let’s find your next opportunity.
Share a few details and your latest CV to get started.
02 / GET TO KNOW THE CANDIDATE
The questions recruiters ask first.
R
Recruitment deskWhatsApp · Candidate desk
●Which city would you prefer?
Ahmedabad ✓✓
What is your current CTC?
₹4.8 lakh per year ✓✓
What is your notice period?
30 days ✓✓
03 / COMPLETE THE APPLICATION
A CV that stays with the conversation.
R
Recruitment deskWhatsApp · Candidate desk
●Thanks, Amit. Please upload your latest CV.
Amit_Verma_CV.pdfLatest CV · 1.2 MB
↓✓ Application received
Your details and CV are ready for our recruitment team.
04 / READY FOR THE RECRUITER
One complete candidate profile.
Amit Verma
Candidate #C-3310
- Preferred city
- Ahmedabad
- Current CTC
- ₹4.8 lakh / year
- Notice period
- 30 days
Amit_Verma_CV.pdfAttached to this candidate
✓Ready for recruiter screening →
Runs the daily work at
Why a process matters
WhatsApp moves the conversation. But who moves the work?
Requests get forwarded. Tasks disappear in groups. Approvals and follow-ups wait. Customers ask again. Without a defined process, every handoff depends on someone remembering what happens next.
Same request. Two ways to handle it.
Send 2 frames to Satellite store by 5 pm.
With WhatsApp groups alone
Store & Warehouse Store manager · Warehouse · Owner
Store managerSend 2 frames to Satellite store by 5 pm.11:05 am
WarehouseWho is packing these?11:40 am
Store managerAre the frames ready? The driver is waiting.4:30 pm
OwnerHave they left? Satellite store is still asking.5:05 pm
The owner still has to ask for the status.
With WhatsApp + UpMatrix
Your team on WhatsAppStore managerRequest recorded. Warehouse assigned.
Your view in UpMatrix✓ Updated
#T-2291 · Satellite storeAssigned
Send 2 frames to Satellite store
- Responsible
- Warehouse
- Due
- Today, 5 pm
Next stepPack the frames
Illustrative workflow · same request, every update
UpMatrix gives every business conversation an owner, a next step, and a visible outcome.
The owner's view
See what’s done. Know what needs you.
Ready-made and custom reports. Clear answers for everyday decisions.
A clear picture. Without the calls.
- See pending and completed work
- Check progress across teams
- Know how much is still open
UpMatrix / ReportsExample view
Team overview
This week6Pending
4In progress
28Completed
Work by teamCompleted tasks
Sales12
Support10
Accounts6
Know where to step in.
- Spot missed deadlines
- Find the person responsible
- See what needs to happen next
UpMatrix / ReportsExample view
Needs your attention
This weekCustomer follow-upOverdue
Send the revised proposal
- Responsible
- Priya · Sales
- Due
- Yesterday, 5 pm
Next actionConfirm pricing and share with the customer
Reports that fit your business.
- Use ready-made reports
- Build your own report
- Focus on the details that matter
UpMatrix / ReportsExample view
Workload by team
This weekWhich teams have work pending?
| Team | Pending | In progress |
|---|---|---|
| Sales | 3 | 1 |
| Support | 2 | 2 |
| Accounts | 1 | 1 |
Product ecosystem
Start with what you need. Add more as you grow.
Choose the app your business needs today. Add the next one when your process is ready—without starting again.
01Process & TasksAssign requests, approvals and follow-ups. 02CRM & MarketingManage leads, conversations and campaigns. 03POS & InventoryTrack billing, stock and daily sales. 04BookingsManage appointments and reminders. 05RecruitmentMove candidates through every hiring stage. 06EventsHandle registrations, tickets and attendee updates.
Customer success stories
See how businesses work better with UpMatrix.
Meet the customers using UpMatrix—and see what changed for their teams.
R Kumar
Optical retail · Internal task management
The result with UpMatrix
90%
of tasks completed on time
Before UpMatrix
- Store-to-store requests lived in WhatsApp groups and phone calls
- Messages overlooked, responsibilities unclear
- No deadline or follow-up, so requests were delayed
With UpMatrix
- Every request starts on WhatsApp with an assignee, deadline, instructions and a photo when needed
- UpMatrix follows up with the owner and confirms completion to the requester
- Managers see overdue tasks without asking
Fortunate
Office furniture trading and manufacturing · Order management
The result with UpMatrix
Every order's status
visible without calling any team
Before UpMatrix
- Orders tracked in spreadsheets
- Production had no clear view of priorities
- The owner spent every morning collecting updates from each team
With UpMatrix
- One process connecting sales, inventory, accounts, production and dispatch
- Every order has a defined path, current owner and next action
- Status visible without calling each team
"WhatsApp bots collect key details upfront, saving our team hours every day."
"They confirm appointments on WhatsApp, and reminders go out automatically."
"Orders come directly through UpMatrix, and we've seen more footfall since starting these campaigns."
Your industry. Your process.
Built around
your business.
See how UpMatrix fits the work your team does every day.
Pricing
Your plan + the apps your business needs.
Most popular
Pro
₹5,250 / quarter
Single-team WhatsApp operations
- 25,000 contacts, 5 agents
- Shared inbox, campaigns and QR codes
- Advanced bot builder
- AI-enabled chatbot
- Drip marketing
- 1 custom board for managing leads
- Receive and view WhatsApp orders
- One workflow and setup included
- Email and WhatsApp support
Try the apps selected for your business—not every app—for 7 days.
Business
₹9,600 / quarter
Deeper workflows and more seats
- 2.5 lakh contacts, 10 agents
- Everything in Pro
- AI-enabled chatbot
- Drip marketing
- 1 custom board for managing leads
- Receive and view WhatsApp orders
- 2 customised bots
- 1 third-party connection
- One workflow and setup included
Try the apps selected for your business—not every app—for 7 days.
Enterprise
Custom pricing
For larger teams and connected operations
- Contacts, agents and WhatsApp numbers sized for you
- Everything in Business
- Custom workflows across teams and locations
- Custom integrations and reporting
- Dedicated setup and priority support
Included in your core plan: Receive orders placed through WhatsApp and view them in UpMatrix.
Need a business-specific order process? Add the relevant paid app for salesperson-led orders, different order-entry methods, pricing rules and team handoffs.
Setup is included: One workflow and its setup are included with your chosen plan and apps. Required app subscriptions are priced separately.
Build your estimate
Choose the apps your business needs.
Add apps for your business-specific processes.
Prices exclude GST. Meta's WhatsApp message fees are billed by Meta, with no markup from UpMatrix.
FAQ
Questions people ask before they start
Does UpMatrix use Meta's supported WhatsApp connection?
Yes. UpMatrix is a Meta Business Partner and uses Meta's supported WhatsApp infrastructure, not a hacked WhatsApp Web session.
Will my number get blocked?
Numbers get blocked for unapproved templates and messaging people who did not opt in. We set up templates and opt-in with you so the account stays healthy.
Can I use my existing WhatsApp number?
Yes, after migrating it to the Business API, or start with a new number.
What does a WhatsApp message cost?
Meta charges per delivered template message, with rates based on the message category and recipient market. Some messages are free under Meta's rules. UpMatrix adds no markup; the current rate card is linked on the pricing page.
Do I need to change how my staff work?
No. Your team keeps sending orders, requests and bookings on WhatsApp the way they do now. What changes is that each one gets an owner, a deadline and a status, and UpMatrix does the follow-up.
Can my team use it on their phones?
Yes. The UpMatrix app is on the Play Store and App Store, and the register works on mobile.
How long does setup take?
The CRM can be live the same day. A process such as orders or store tasks is set up with our team, usually within a few weeks.
Can we leave and take our data?
Yes. Your data is yours. Contacts, orders and tasks can be exported when you leave.
Your next step
Ready to give your business a clear process?
Tell us how work runs today. Let’s discuss what needs a process.
Discuss My Process